About this role
Certified Financial Advisor at Vanguard. Location: Malvern, Pennsylvania, United States. Role: establish relationships, grow client base, develop strategies Requirements: CFP designation with Series 7/63/66, 3 years (Financial Advisor) or 5 years (Senior Financial Advisor) of advisory experience, proven book of business, strong client relationships, and planning knowledge. Category: Finance and Accounting Seniority: Mid Level Certifications: cfp designation, series 7, series 63, series 66 Commitment: Full Time Workplace: Hybrid Languages: English